Purchases and Sales Made in Q1 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2024. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3.91K- 2.1% |
$576K - $636K
|
182K
$30.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.92K- 10.16% |
$578K - $638K
|
34.7K
$5.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4K- 28.08% |
$589K - $650K
|
10.2K
$1.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-4K- 1.93% |
$590K - $651K
|
204K
$34.2M
|
|
|
May 06, 2024
Q1 2024
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-4.03K- 20.02% |
$593K - $655K
|
16.1K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.03K- 1.17% |
$594K - $656K
|
341K
$57.3M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-4.04K- 4.2% |
$595K - $656K
|
92.1K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-4.07K- 1.59% |
$600K - $661K
|
253K
$42.4M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.07K- 18.43% |
$600K - $662K
|
18K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-4.11K- 23.07% |
$606K - $669K
|
13.7K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-4.15K- 66.07% |
$611K - $674K
|
2.13K
$358K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.15K- 1.66% |
$612K - $675K
|
245K
$41.2M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.16K- 11.59% |
$614K - $677K
|
31.8K
$5.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-4.2K- 60.77% |
$620K - $684K
|
2.71K
$456K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.23K- 5.74% |
$623K - $688K
|
69.4K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.23K- 2.31% |
$624K - $688K
|
179K
$30M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 1.02% |
$627K - $691K
|
414K
$69.5M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.32K- 16.23% |
$636K - $702K
|
22.3K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.32K- 4.95% |
$637K - $703K
|
83K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-4.33K- 7.2% |
$638K - $704K
|
55.8K
$9.38M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-4.34K- 17.62% |
$640K - $706K
|
20.3K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-4.35K- 11.85% |
$641K - $707K
|
32.3K
$5.43M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.43K- 1.72% |
$653K - $720K
|
253K
$42.6M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.46K- 67.88% |
$657K - $725K
|
2.11K
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.48K- 6.74% |
$660K - $728K
|
62K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.54K- 6.05% |
$669K - $738K
|
70.4K
$11.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-4.54K- 1.84% |
$669K - $738K
|
242K
$40.6M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.55K- 38.15% |
$670K - $740K
|
7.37K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.57K- 66.23% |
$674K - $743K
|
2.33K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.6K- 26.21% |
$678K - $748K
|
13K
$2.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.62K- 76.14% |
$682K - $752K
|
1.45K
$243K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-4.63K- 6.02% |
$682K - $752K
|
72.3K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.67K- 3.11% |
$688K - $759K
|
145K
$24.4M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 9.03% |
$691K - $762K
|
47.2K
$7.93M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.74K- 1.97% |
$699K - $771K
|
236K
$39.7M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.74K- 11.76% |
$699K - $771K
|
35.6K
$5.98M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.77K- 6.73% |
$703K - $775K
|
66.1K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.77K- 0.78% |
$703K - $775K
|
605K
$102M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.78K- 6.03% |
$705K - $778K
|
74.5K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.8K- 52.58% |
$708K - $781K
|
4.33K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.84K- 19.97% |
$713K - $787K
|
19.4K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-4.85K- 27.47% |
$716K - $789K
|
12.8K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.91K- 6.17% |
$723K - $798K
|
74.6K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.98K- 2.78% |
$734K - $809K
|
174K
$29.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.98K- 3.52% |
$734K - $810K
|
136K
$22.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.05K- 1.46% |
$745K - $822K
|
342K
$57.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-5.08K- 1.99% |
$748K - $825K
|
250K
$42M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.09K- 24.08% |
$751K - $828K
|
16.1K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-5.11K- 44.55% |
$753K - $830K
|
6.36K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.15K- 2.77% |
$759K - $837K
|
181K
$30.4M
|